Other · DOL Form 5500 · 2024
Santa Fe Institute Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $176,199
- Avg per participant Above avg balance/head
Official DOL plan name: Santa Fe Institute 403(b) Retirement Plan · Sponsored by Santa Fe Institute · New Mexico · Educational Services
$12M in assets, 70 participants
Santa Fe Institute's Santa Fe Institute 403(b) Retirement Plan reported $12M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,567 in Educational Services (3,638 peers)
Santa Fe Institute multi-year trail
Santa Fe Institute's plans moved +39.9% in assets from 2022 to 2024; this filing shows Santa Fe Institute 403(b) Retirement Plan at $12M / 70 participants.
- #1,567
- in Educational Services (3,638 peers)
- +18.8%
- assets growth YoY
Santa Fe Institute 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Santa Fe Institute 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,333,937 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Santa Fe Institute 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Fe Institute 403(b) Retirement Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Fe Institute 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Santa Fe Institute 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Santa Fe Institute 403(b) Retirement Plan reported participants fell from 75 in the plan year 2023 filing to 70 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 850325494 · Santa Fe Institute PY 2024 · Other
Santa Fe Institute 403(b) Retirement Plan · $12M · 70 · 60th
- EOY $12M
- EOY 70
- EOY 60th
- EOY Other
- EOY near Edgewood 403(b) Plan
- EOY ind #1567
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New Mexico →
Santa Fe Institute 403(b) Retirement Plan in the asset neighbourhood
Santa Fe Institute multi-year asset trail
Sponsor-wide plan assets over time
All Santa Fe Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.894206717704186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 84 | $13M |
| 2023 | 2 | 88 | $16M |
| 2024 | 2 | 81 | $18M |
Santa Fe Institute filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 850325494 |
| Plan Effective Date | 2010-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $968M · 11,856
- San Juan Regional Medical Center 403(b) Plan $142M · 1,883
- Lovelace Biomedical Research Institute Tda and DC Plan $123M · 418
- Albuquerque Academy Retirement Plan $83M · 271
- Holy Cross Hospital Retirement Savings Plan $27M · 491
Santa Fe Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Edgewood 403(b) Plan in CA ($12M); by covered participants it is Central Christian College 403(b) DC Plan in KS (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Edgewood 403(b) Plan (CA) $12M · 301
- Kenneth Young Center 403(b) Plan (IL) $12M · 350
- Memorial Hospital Employee's Tax Deferred Annuity Plan (IL) $12M · 345
- The Key Program, Inc. 403(b) Plan (MA) $12M · 374
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.